Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$366K
3 +$207K
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$165K
5
ONDS icon
Ondas Inc
ONDS
+$134K

Top Sells

1 +$281M
2 +$33.5M
3 +$29.1M
4
NEE icon
NextEra Energy
NEE
+$7.6M
5
IYW icon
iShares US Technology ETF
IYW
+$3.92M

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.75%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$13K ﹤0.01%
72
1952
$13K ﹤0.01%
341
1953
$13K ﹤0.01%
330
1954
$13K ﹤0.01%
2,200
1955
$13K ﹤0.01%
297
1956
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343
1957
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467
1958
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100
1959
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232
1960
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200
1961
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243
1962
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270
1963
$13K ﹤0.01%
126
1964
$13K ﹤0.01%
1,233
1965
$13K ﹤0.01%
1,417
1966
$13K ﹤0.01%
266
1967
$13K ﹤0.01%
320
1968
$13K ﹤0.01%
169
1969
$13K ﹤0.01%
96
1970
$13K ﹤0.01%
388
1971
$13K ﹤0.01%
558
1972
$13K ﹤0.01%
1,829
1973
$13K ﹤0.01%
1,569
1974
$13K ﹤0.01%
471
1975
$13K ﹤0.01%
701